Advisor at Bishopsgate Investment Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bishopsgate Investment Company
Location
Annandale, VA
Credentials
CFA®, Series 65
Industry experience
33 years
Based on Bishopsgate Investment Company
Negotiated fixed fees for service packages and derivative management services
$0 - $1,000,000: 0.4% annually $1,000,000+: 0.15% annually
$150 per hour
Account minimum: $250,000 Fee-only: $150 per hour for professional services; fixed fees negotiable for packages and derivative management services
Annandale, VA
Virginia
Bishopsgate Investment Company
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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David N. Hainsworth, C.P.A., P.C.
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